Meridian Equity Income (MEIFX)
12.67 
0.08(0.64%) Jun 18
| Prev Close: | 12.59 |
|---|
| YTD Return*: | 6.84% |
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| Net Assets*: | 26.88M |
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| Yield*: | 2.43% |
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* As of 28-Feb-13
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Headlines
- No Headlines available for MEIFX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| RPM | 2.56 | 3.07 |
| LEG | 2.46 | 12.67 |
| ABT | 2.44 | 7.66 |
| CCL | 2.37 | -1.82 |
| KMB | 2.36 | 11.69 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 26.88M |
| Category: | Large Value |
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| Annual Report Expense Ratio (net): | 1.25% |
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Performance & Risk
| YTD Return: | 6.84% |
| 5y Avg Return: | 5.49% |
| Rank in Category (ytd): | 56 |
| % Rank in Category (ytd): | 4.39% |
| Beta (3y): | 0.92 |
| Morningstar Risk Rating: | 3 |
Fund Summary
The investment seeks long-term growth of capital along with income as a component of total return.
Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities. Equity securities include common and preferred stocks as well as convertible securities in domestic and foreign companies. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.
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